Concurrent Investment Advisors’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$259K Hold
2,500
﹤0.01% 1592
2025
Q4
$252K Buy
+2,500
New +$271K ﹤0.01% 1506

Other funds holding CLX

Concurrent Investment Advisors's CLX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Clorox (CLX) stake by 0.46% in Q1 2026, buying an estimated $6.69K and bringing the position to 12,866 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #763.

Concurrent Investment Advisors first reported a position in CLX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2025. 1,080 funds tracked by Wall St. Rank hold CLX as of Q1 2026.

  • Concurrent Investment Advisors held 12,866 shares of Clorox worth $1.33M as of Q1 2026.
  • Concurrent Investment Advisors bought 59 Clorox shares in Q1 2026, an estimated $6.69K.
  • Clorox made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #763 holding.
  • Concurrent Investment Advisors first reported a position in Clorox in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Clorox position peaked at $2.93M in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Clorox as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.